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Vest Financial’s McDonald's MCD Stock Holding History

Vest Financial’s Portfolio MCD Stock Details MCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$53.7M Sell
198,728
-4,248
-2% -$1.22M 0.56% 64
2026
Q1 		$63.1M Buy
202,976
+15,260
+8% +$4.86M 0.76% 31
2025
Q4 		$57.4M Sell
187,716
-21,070
-10% -$6.45M 0.73% 37
2025
Q3 		$63.4M Buy
208,786
+19,631
+10% +$5.97M 0.83% 22
2025
Q2 		$55.3M Sell
189,155
-18,349
-9% -$5.66M 0.78% 54
2025
Q1 		$64.8M Buy
207,504
+13,549
+7% +$4.05M 1.01% 16
2024
Q4 		$56.2M Sell
193,955
-367
-0.2% -$109K 1% 25
2024
Q3 		$59.2M Buy
194,322
+32,456
+20% +$8.95M 1.14% 9
2024
Q2 		$41.2M Buy
161,866
+36,984
+30% +$9.81M 0.99% 52
2024
Q1 		$35.2M Buy
124,882
+20,796
+20% +$6.05M 0.93% 65
2023
Q4 		$30.9M Buy
104,086
+27,581
+36% +$7.51M 1.15% 29
2023
Q3 		$20.2M Buy
76,505
+35,234
+85% +$10M 1.1% 41
2023
Q2 		$12.2M Buy
41,271
+3,706
+10% +$1.08M 1.14% 37
2023
Q1 		$10.5M Buy
37,565
+1,769
+5% +$474K 1.43% 23
2022
Q4 		$9.43M Buy
35,796
+48
+0.1% +$12.7K 1.47% 43
2022
Q3 		$8.25M Sell
35,748
-1,978
-5% -$506K 1.56% 30
2022
Q2 		$9.52M Buy
37,726
+4,474
+13% +$1.1M 1.73% 7
2022
Q1 		$8.22M Buy
33,252
+4,733
+17% +$1.18M 1.49% 37
2021
Q4 		$7.64M Buy
28,519
+6,835
+32% +$1.73M 1.66% 11
2021
Q3 		$5.23M Buy
21,684
+4,467
+26% +$1.07M 1.59% 20
2021
Q2 		$3.98M Buy
17,217
+5,445
+46% +$1.27M 1.51% 40
2021
Q1 		$2.64M Buy
11,772
+2,296
+24% +$491K 1.51% 38
2020
Q4 		$2.03M Buy
+9,476
New +$2.06M 1.36% 61

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Vest Financial's MCD Position: Q2 2026 in Review

Vest Financial reduced its McDonald's (MCD) stake by 2.1% in Q2 2026, selling an estimated $1.22M and leaving 198,728 shares worth $53.7M. The position accounts for 0.56% of the portfolio, ranked #64.

Vest Financial first reported a position in MCD in Q4 2020 and has held it in 23 quarters since. The position peaked at $64.8M in Q1 2025. 1,682 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Vest Financial held 198,728 shares of McDonald's worth $53.7M as of Q2 2026.
  • Vest Financial sold 4,248 McDonald's shares in Q2 2026, an estimated $1.22M.
  • McDonald's made up 0.56% of Vest Financial's portfolio in Q2 2026, its #64 holding.
  • Vest Financial first reported a position in McDonald's in Q4 2020 and has held it in 23 quarters since.
  • Vest Financial's McDonald's position peaked at $64.8M in Q1 2025.
  • 1,682 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.